Salesforce Admin flashcards
Salesforce Admin · Build recall with a focused review session.
32 cards. Read the term and the definition here. The deck at the top of this page is optional.
- Profile
- A profile defines a user's baseline permissions, including object and field access, login hours, and IP ranges; each user has exactly one profile.
- Permission Set
- A permission set grants additional permissions to a user without changing the profile; a user can have multiple permission sets assigned.
- Organization-Wide Defaults
- Organization-wide defaults set the baseline record access for an object; options include Private, Public Read Only, and Public Read/Write.
- Role Hierarchy
- A role hierarchy opens record access upward; users above the record owner receive access when the object's default sharing is Private or Public Read Only.
- Sandbox Types
- Salesforce sandboxes include Developer, Developer Pro, Partial Copy, and Full; they differ in data included and refresh intervals.
- Master-Detail Relationship
- A master-detail relationship tightly links child records to a parent; the child cannot exist without the parent, inherits ownership, and supports roll-up summary fields.
- Lookup Relationship
- A lookup relationship loosely links two objects; it does not support roll-up summaries, does not cascade delete, and allows child records to be reparented.
- Roll-Up Summary Field
- A roll-up summary field on a master record calculates COUNT, SUM, MIN, or MAX values from related detail records.
- Record Type
- A record type lets an object present different picklist values and page layouts for separate business processes.
- Dynamic Forms
- Dynamic Forms show or hide fields on Lightning record pages based on record data and field-level security.
- Lead Conversion
- Lead conversion creates an account, contact, and optionally an opportunity; converted leads become read-only and retain mapped field values.
- Web-to-Lead
- Web-to-Lead generates lead records from website forms; it can require CAPTCHA and uses lead assignment rules.
- Campaign Member
- A campaign member links a lead or contact to a campaign; its response status tracks engagement and supports campaign ROI reporting.
- Pricebook Entry
- A pricebook entry connects a product to a pricebook and stores the price; every product needs an entry in the standard pricebook.
- Opportunity Stage
- An opportunity stage represents a step in the sales process and carries a probability and forecast category.
- Case Assignment Rule
- Case assignment rules assign new cases to users or queues based on criteria; the order of active rules determines the match.
- Escalation Rule
- Escalation rules automatically escalate cases based on age or criteria; actions can reassign the case and send notifications.
- Entitlement
- An entitlement defines support terms for a customer; entitlement milestones track time-based service-level targets on cases.
- Omni-Channel
- Omni-Channel routes work items such as cases to agents based on capacity and skills, often within the service console.
- Knowledge Article
- A Knowledge article stores support content; it moves through draft, review, and published states and can be suggested on cases.
- Chatter Feed
- A Chatter feed displays posts, comments, and likes; users follow people, groups, and records to see relevant updates.
- Shared Activities
- Shared activities let one task or event relate to multiple records; an administrator must enable this feature.
- Salesforce Files
- Salesforce Files stores and shares files with records, groups, and users; content libraries organize files for reuse.
- Email Template
- An email template stores reusable email content with merge fields; it can be used in mass email, workflows, and flows.
- Data Import Wizard
- The Data Import Wizard imports up to 50,000 records and supports standard objects and simple custom object imports.
- Data Loader
- Data Loader is a client tool for bulk import and export; it handles CSV files and supports insert, update, upsert, and delete.
- Duplicate Rule
- A duplicate rule alerts or blocks users when creating or editing records that match existing records; matching rules define the comparison.
- Report Type
- A report type defines the objects and fields available for reports; it can be standard or custom.
- Workflow Rule
- A workflow rule automates field updates, tasks, email alerts, and outbound messages; actions can be immediate or time-dependent.
- Process Builder
- Process Builder automates business processes using criteria and actions; it can invoke flows and is an older automation tool.
- Record-Triggered Flow
- A record-triggered flow runs before or after a record is saved; it can update records and call other actions.
- Approval Process
- An approval process routes records to approvers; it can lock records, send notifications, and update fields after approval.